Joseph R. Weidenburner

APEX FINANCIAL ADVISORS,

Yardley, PA 19067

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CRD#: 6136484

Professional summary

Joseph Russell Weidenburner is a registered financial advisor currently at APEX FINANCIAL ADVISORS, INC located in Yardley, Pennsylvania.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Joseph has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Managing member of Weidenburner Legacy Law, PLLC, an estate planning law practice. Begin date July 2025. 5 hours per month. None during securities trading hours. Sole member and attorney. Currently COO/CIO of Apex Financial Advisors, Inc., an SEC registered investment adviser, for which I am an IAR. 85 S. Main St, Yardley PA 19067. Investment-related business to which I commit 40 hours per week, including during securities trading hours, and for which I manage operations and oversee investment activities. Begin date January 2017.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Russell Weidenburner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 23, 2017 - Present

APEX FINANCIAL ADVISORS, INC

Office #1: 85 South Main Street, Yardley, PA 19067

RIA

CRD#: 155210

Yardley, PA

Current

October 31, 2025 - Present

Office #1: 85 S. Main St Suite 203, Yardley, PA 19067

YARDLEY, PA

Past

March 19, 2013 - December 27, 2016

JRW FINANCIAL LLC

RIA

CRD#: 166158

GLENSIDE, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

APEX FINANCIAL ADVISORS, INC

CRD#: 155210 / SEC#: 801-71884

RIA

Registered Investment Advisory firm - (10/7/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(1/23/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/1/2013

Uniform Investment Adviser Law Examination

Current Firm

APEX FINANCIAL ADVISORS, INC

CRD#: 155210 / SEC#: 801-71884

RIA

Registered Investment Advisory firm - (10/7/2010 Approved)

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Contact information

Main Address

85 South Main Street, Yardley, PA 19067

Mailing Address

Phone number

(215) 493-1900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A 03.2025 - ANNUAL AMENDMENT (3/27/2025)

Regulatory assets under management

Total Number of Accounts	410
AUM (Assets Under Management)	$ 505,099,472

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph R. Weidenburner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Russell Weidenburner's CRS (Customer Relationship Summary).

Certified licenses

Experience

APEX FINANCIAL ADVISORS, INC

JRW FINANCIAL LLC

Primary Firm SEC Registration

APEX FINANCIAL ADVISORS, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/1/2013

Current Firm

APEX FINANCIAL ADVISORS, INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

APEX FINANCIAL ADVISORS, INC

TRUST BUT VERIFY

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